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Importing Contacts Via CSV

For information on importing data from a CSV file, please see this support article.

See the below table to see the details on what type of information and format is expected when importing contacts:

Field

Expected Input

Notes

Site Description Text *Links the Contact to the site* Use only Site Description OR Site Reference to link to equipment.
Site Reference Text *Links the Contact to the site* If this column is missing in your template please update Clik Service and try again. Alternatively, you can add this column manually.
Salutation Text
First Name Text
Surname Text
Position Text
Main Contact TRUE Enter ‘TRUE’ to indicate the contact is the Main contact for the site.
Invoice Contact TRUE Enter ‘TRUE’ to indicate the contact is the Invoice contact for the site.
Engineer TRUE Enter ‘TRUE’ to indicate the contact is an engineer. This only applies to your company. Clik Jobs users will need to have Engineer set to true.
Tel Text
Mobile Text
Fax Text
Email Text
Website Text
Notes Text
Address Description Text
Address Line 1 Text
Address Line 2 Text
Address Line 3 Text
Address Town Text
Address Postcode Text
Address County Text
Address Country Text Enter the 2 digit ISO 3166 Country code
Address Tel Text
Address Mobile Text
Address Fax Text
Address Email Text
Address Website Text
(User Field) Example One Replace ‘Example One’ with the name of your User Defined Field, keep the preceding ‘(User Field)’ text. The expected input format will be dictated by the format used by the User Defined Field.
(User Field) Example Two
(User Field) Example Three
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Clik Service

CRM

Importing Companies Via CSV
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Clik Service

Sites and Equipment

Importing Sites Via CSV

CRM

  • CRM Module Overview [Video]
  • CRM Module Overview
  • Adding New Customers [Video]
  • Creating and Editing Contacts
  • Logging Communication
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